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July 23, 2023
Question

My batch option disappeared and is replaced with Rules and Tags. I don't need that. I need it to be the way it was before.

  • July 23, 2023
  • 1 reply
  • 0 views
how do you get to batch posting for categories - mine disappeared this moring :(((

1 reply

July 23, 2023

Thanks for providing details of your concern, Brian. I know how important to batch-categorize your transactions. Let me share the troubleshooting steps to help you with the issue you encounter. 

 

QuickBooks Online (QBO) can occasionally stop working properly since locally stored internet cache files can cause the product to behave unexpectedly due to overloaded site data. That said, I recommend using a different browser or opening a private window. This can help us remove any cache-related matters that may have contributed to QBO's unusual behavior.

Here's how to activate incognito mode in some of the most common online browsers:
 

  • Google Chrome and Microsoft Edge: Ctrl+ Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P

 

If the unusual options no longer show in your customer files, it's safe to say that the browser has caused it. This can be fixed by clearing your cache and cookies. This helps refresh website preferences that might be causing problems when you use QuickBooks.

 

Once your bank transactions are added to QuickBooks, you can check out this article on how you can categorize and review them accordingly: Categorize and match online bank transactions in QuickBooks Online.

 

Don't hesitate to leave a comment below if have follow-up questions about the steps provided above. I'm always right here to help.